Members-only

Employees of PIA member agencies may log on below:

PIAVT Education
Register

Varies

Apr. 3, 2025 | Class: 8 AM-4 PM EST

2024-2025 CISR AO: Agency Operations ^FF ^UN

Rate: Free
Credits: For detailed CE information, please contact AIMS at (804) 674-6466 or The Alliance at (800) 633-2165..

Credits available for other states

State Credits

Approved in all 50 states unless otherwise noted.
Contact National Alliance (800-633-2165) to get CIC and CISR details in other states.

CT

6 LH, 1 LRE, 1 LRE, 6 PC
(Either/Or)

NH

For detailed CE information, please contact AIMS at (804) 674-6466 or The Alliance at (800) 633-2165..

NJ

1 ETH, 6 GEN
****CISR DESIGNEES: NJDOBI will award 12 CE credits for each full year of the license term that the Designation is maintained in good standing.

NY

7 BR, C1, C3, LA, LB, LSB, PA, PC
*Earn 1 additional NYCE credit with a passing grade on exam. **Approved for the new NYS regulations for ethics and professionalism (1).

Agenda: N / A

Class type: Webinar
Curriculum: CISR

Location: Webinar, VT

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. Call the PIA E&O Department for details: 800-424-4244.

^UM - This course has been approved for E&O loss prevention credit by Utica National. Call the PIA E&O Department for details: 800-424-4244.

, , ,

Varies

PIA Webinars — FAQ

Earn CE right at your desk, with the best of the best ... See below for topic details.

PIA Webinar overview

Registration fees:

Each Webinar is $25 for members; $50 for nonmembers, per continuing-education credit hour, unless otherwise noted. However, you may have multiple agency participants. If each participant requires CE credits, each person must register on an individual basis.

PIA suggests participants register for a PIA Webinar at least 48 hours in advance, so they receive the confirmation email and links in time to log on to a Webinar.

Please note: Registration processing will not be completed without full payment when the registration form is submitted. Submission of a registration form without proper payment will not hold your spot in a program.

CE credit (when applicable):

CE credits apply to live Webinars only. They do not apply to PIA's On Demand (downloaded) Webinars. Every person who needs CE credits must sign up individually, be at his or her own computer and pay the appropriate registration fee to receive the credits.

On Demand Webinars are not approved for CE credits or E&O loss-prevention credit.

For CE attendance verification, PIA will monitor attendance through polling questions and the chat feature; following the conclusion of the PIA Webinar, you will receive a "Thank you for attending" email, which will include a link to the "Attendance Verification Submission Form" that must be completed within five days of the PIA Webinar. PIA Webinars do not include exams.

100% attendance is required. Registrants must be listening to audio and log onto the visual portion of the PIA Webinar session to receive credit. Participants who log in late; leave early; or miss any instruction time will not receive CE credit, or if applicable, Plan certification or E&O loss-control credit. Late-comers may choose to remain on the PIA Webinar, but they will not receive credit or certification.

Confirmation/RSVP registration process:

Registrants will receive a PIA confirmation via email within 48 hours of completing the registration process. The link provided in your confirmation will include login instructions, CE documentation and additional resource materials.

YOU MUST CLICK THE LINK IN YOUR PIA CONFIRMATION EMAIL to access the GotoWebinar RSVP form, which you are required to fill out to receive your unique login ID. Once you RSVP with GotoWebinar, you will receive another email with login information and this also will allow you to get a copy of the recording the day after the live program. GotoWebinar also will send you a reminder email 1-2 days before the program.

If you do not receive a confirmation email, please call PIA at (800) 424-4244 or email webinars@pia.org.

Start time:

Start time vary, please note start time upon registration and in your confirmation materials.

Cancellation Policy:

Once you have RSVP'd for the PIA Webinar, you cannot cancel your registration. However, as a registrant, you will receive the PIA Webinar ON DEMAND replay of the Webinar for which you registered. If you have not RSVP'd for the PIA Webinar, transfers or cancellations will only be processed up to 5 days after the date of the Webinar and a fee may apply.

PIA's Webinars can be accessed from any computer in an office or at home if needed. Please call (800) 424-4244 if you need assistance.

CE certificates

Within the 2-3 hours following the conclusion of each PIA Webinar, participants will receive a "Thank you for attending" email, which will include a link to the "Attendance Verification Submission Form." If you need CE credits, this form must be completed and submitted to PIA. Upon submission of the form, you will be able to immediately print your CE Certificate of Completion. You will only be able to submit Attendance Verification Forms and print your Completion Certificate for 5 business days following the Webinar. Remember, Certificates of Completion are for your records only; PIA will determine your CE eligibility and notify the insurance department accordingly.

Other certificates

These include E&O, PAIP/CAIP and Flood. They will be mailed to participant's address on file within 2-4 weeks of the PIA Webinar.

CE reporting (when applicable)

PIA will report CE to the appropriate states within 1-3 weeks of the PIA Webinar date. If reporting is needed sooner, please call (800) 424-4244 or email webinars@pia.org to request rush CE. Please be sure to fill out an “Attendance Verification Form” (found in the “thank you for attending” email) so that PIA has the most accurate and updated license information. Please be sure to use the name on your license rather than a nickname.

GoToWebinar System requirements and compatibility check:

https://support.logmeininc.com/gotowebinar/help/system-requirements-for-attendees-g2w010003

s

AGENCY OPERATIONS
This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.
Topics:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication
  • Agency Workflow
  • Account Management
  • Errors & Omissions

^FF - This course has been approved for E&O loss prevention credit by Fireman's Fund. ^UM - This course has been approved for E&O loss prevention credit by Utica Mutual. Call the PIA E&O Department for details: 800-424-4244.

 

 

 


The CISR designation program now includes nine course offerings! To earn the CISR designation, participants will need to pass exams for 5 of the 9 courses. However, anyone is welcome to attend the classes without taking the exams. There is no special order in which courses must be taken. If you are more familiar with a given topic, you may want to begin with that course.

The CISR program is a CE credit-approved, nationally recognized designation program that takes a practical, hands-on approach to learning. This designation is recognized nationwide as an important credential–one that benefits individuals, their agencies, and their customers.

Through this program, developed by the National Alliance for Insurance Education, students who are committed to continuing education and career growth can obtain the highest level of professional insurance education. This uniquely powerful training is designed to help you conquer the challenges of today by making customer service representatives more professional, more productive and more profitable.

Student Feedback - CISR program participants are encouraged to contact the Glenmont National Alliance Committee with recommendations, comments and concerns about the programs.

Core CISR time frames for N.Y., N.J. and Conn:
Class: 8 am – Noon;
Lunch (on your own): Noon – 12:45 p.m.
Class: 12:45 – 3:45 p.m.
Q&A/Review: 3:45 – 4:15 p.m.

 

PROfile login

PROfile allows you to download your CE certificates and other documents, see when your next update is due, view your history and update your contact information.

Attn. NJ CIC & CISR designees: According to the NJ DOBI, producers who maintain & fulfill the CE requirements for a professional insurance designation approved by the DOBI (CIC, CISR), shall be awarded 12 credit hours for each full year preceding renewal for which these requirements were fulfilled. Application to obtain such approval shall be made by using the CE1A form. Therefore, CICs and CISRs updating/maintaining their designations AUTOMATICALLY comply with the DOBI’s CE requirements.

If you have questions, go to the NJ DOBI's site, here.

 

 

Please note: Registration processing will not be completed without full payment at the time of registration form submission. Submission of a registration form without proper payment will not hold your spot in a program.